SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 571 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,726,809 | +662.0% | 29,130 | +611.5% | 0.08% | +618.2% |
| Q1 2023 | $226,628 | -17.0% | 4,094 | -21.6% | 0.01% | -35.3% |
| Q2 2022 | $273,000 | -29.6% | 5,225 | -10.7% | 0.02% | -15.0% |
| Q1 2022 | $388,000 | +38.6% | 5,854 | +51.3% | 0.02% | +33.3% |
| Q4 2021 | $280,000 | +263.6% | 3,868 | +184.4% | 0.02% | +275.0% |
| Q1 2021 | $77,000 | +2.7% | 1,360 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $75,000 | +525.0% | 1,360 | +448.4% | 0.00% | +300.0% |
| Q3 2020 | $12,000 | -85.7% | 248 | -86.7% | 0.00% | -87.5% |
| Q2 2020 | $84,000 | +40.0% | 1,866 | +18.7% | 0.01% | +33.3% |
| Q1 2020 | $60,000 | – | 1,572 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 1,254,199 | $83,041,000 | 25.21% |
| Investments & Financial Planning, LLC | 359,308 | $23,790,000 | 20.80% |
| NICOLET ADVISORY SERVICES, LLC | 2,041,255 | $131,644,000 | 17.18% |
| Measured Wealth Private Client Group, LLC | 694,833 | $46,005,000 | 16.91% |
| Willis Johnson & Associates, Inc. | 1,615,519 | $106,964,000 | 14.04% |
| ERTS Wealth Advisors, LLC | 744,388 | $49,286,000 | 13.80% |
| Compton Financial Group, LLC | 504,613 | $33,410,000 | 13.80% |
| RESTON WEALTH MANAGEMENT LLC | 405,285 | $26,834,000 | 13.76% |
| Focused Wealth Management, Inc | 1,246,180 | $82,510,000 | 13.07% |
| Choice Wealth Advisors, LLC | 246,889 | $16,001,000 | 12.69% |